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Fri, Jun 07

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Delmonico's Steak House

Custom Indexing Luncheon - June 7

Custom Indexing Luncheon - June 7
Custom Indexing Luncheon - June 7

Time & Location

Jun 07, 2024, 11:30 AM – 2:00 PM

Delmonico's Steak House, 6001 Quarry Ln, Independence, OH 44131, USA

About the event

Agenda:

  • Practice Management & Consulting: Head of PM&C, Brian Bunker, CIMA, CMFC, MBA
  • Custom Indexing: SIM Portfolio Manager, Travis Smythe, CFA®, CIPM & Head of Orion Custom Indexing, Andrew Rosenberger, CFA®
  • Stratos Update: Chief Operating Officer, Phil Nuttall

*Lunch will be served

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